Client strategies

Being available is essential for maintaining and strengthening relationships with clients…and everyone else you interact with professionally.

Accountants are being called to change — before change is forced on them.

Rainmaking can be fun if you follow a process designed to improve your batting average.

Advertising, building a client base and handling technology all present major issues to a new practice.

Art Kuesel on how opening up with clients and other professionals can bolster a professional relationship.

One proven growth strategy is to offer more services to the same clients.

When a client engages me for any type of service, there are specific descriptions of what we will do and the goal or end result of the services.

No one cares how smart you are; they just want you to help them make better financial decisions.

Preparers share how they'd change things if they could do 2018 over again.